See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,679 | $107,452+148.2% | $91,541+191.3% | $142,382+87.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 10.92% | 22.06%-11.1pp | 20.50%-9.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $8,244 | $2,994+175.3% | $2,505+229.1% | $4,299+91.8% |
| Participant deferral / active EE | $9,416 | $4,754+98.1% | $4,008+134.9% | $6,507+44.7% |
| Admin fee / account holder | $131,391 | $8,834+1387.3% | $6,956+1788.8% | $12,624+940.8% |